01 · STEP
PROJECT WORKSPACE
Keep the project code, client, site, dates, project manager, and financial headings visible while moving among Financials, Execution, Coordination, and RFIs.
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FOUR CONNECTED AREAS
Move between project details, financial headings, execution views, and recorded RFIs without losing context.
Revenue, costs, profit, margin, chart summaries, and visible financial-category tabs.
Open the dedicated Execution area while the selected project’s other work areas remain available in the same navigation.
Review formal project questions through the RFI register and detail view inside Project Coordination.
Open the request and final-response area with the selected project context visible.
PROJECT FINANCIALS
Review the project financial overview beside the job record.
See current revenue, cost, profit, and margin headings, then move among the visible financial-category tabs.
SELECTED PROJECT · FINANCIAL REVIEW
Financial category views
Use the labeled tabs to move among contracts, purchase orders, equipment, direct costs, invoices, and payments.
Project financial headings
Keep the job header visible while reviewing category tabs and summary totals.
Invoices view
Open the invoices category from the current project financial area.
Payments view
Open the payments category from the same project navigation.
COORDINATION RECORDS
Keep formal project questions tied to the selected job.
The project workspace keeps core job details visible above its Financials, Execution, Coordination, and RFI views.
RFIs
Record formal questions with the relevant project and partner context so requests and responses do not disappear into disconnected messages.
RFI register
Review number, subject, project, assignee, due date, and status in one view.
RFI detail
Open the original request and final-response area with project context still visible.
Project areas
Keep formal project questions close to the information they reference while using the RFI register for structured coordination.
RFI STATUS AND RESPONSIBILITY
Review the assignee, due date, response, and status from the selected project.
Use the RFI register and detail view to keep coordination questions tied to project context.
FINANCIAL REVIEW PATH
Move from the project position to the category behind it.
A consistent financial review starts with the selected job and ends with the relevant source record.
Review one project from its identity to the record behind the question.
Use one familiar job to evaluate Details, Financials, Execution, Coordination, RFIs, and Team.
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PROJECT WORKSPACE FAQ